Scheduling

Scheduling is an important tool in manufacturing planning, because it allows you to calculate the material requirements necessary to achieve the plan. In addition to the material requirements, the scheduling process also ensures that resources and workers are available to carry out work operations in time for a timely realization of the plan. This ensures that products are manufactured and delivered to customers on time and with optimum use of resources.

This chapter shows an example of how to create a schedule from a previously created monthly plan in PANTHEON.

CASE SUMMARY: Marc Manufacture, Head of Manufacturing at Tecta, wants to determine the material and time requirements fro the realization of the June 2022 plan. He uses the scheduling tool to select the criteria for the calculation, recalculate the material requirements and create a report based on this data. He will also calculate the available capacity of the resources and determine the times for plan realization. Then, he will create a detailed report on the capacity of the resource CU1001 – Cutting machine. This is done as follows: Opening a schedule Recalculating the schedule Checking the FMP data Creating a material requirements report Checking resource data Creating a report on capacities by resources

1. Opening a schedule

To open a scehdule, the person responsible first opens the menu Manufacturing | Plans and selects the document type HP10 - Monthly plan - orders to open the monthly manufacturing plans form. Clicking the toolbar button (Search by) opens the search tool. The person responsible selects the plan 22-HP10-000002 Plan June 2022 that was created in the chapter Creating a plan.

To open a schedule from the selected monthly plan, the person responsible clicks the button (Wizards) and selects Scheduling from the drop-down list.

PANTHEON automatically transfers and populates the data in the fields Plan from the monthly plan from which the schedule is created. The two plans share the same ID and name.

Into the fields From/to, the person responsible enters the period from 01.06.2022 00:00 to 30.06.2022 23:59. In the field Item types, all checkboxes are checked by default.

2. Recalculating the schedule

The tab FMP (previously known as Forward Material Plan, now Schedule) is empty by default when creating a new plan. The FMP item lines are filled only after the requirements have been recalculated.

To perform the recalculation, the person responsible clicks the button (Wizards) and selects the option Refresh from the drop-down list.

This opens the window Refresh schedule plan, which shows the checkboxes for selecting the criteria for recalculating the material requirements of the schedule plan.

HINT For more information on the individual criteria for recalculating the schedule requirements, see the chapter Recalculating schedule.

2.1. Selecting FMP criteria

In the section Refresh schedule, the person responsible selects whether to carry out schedule recalculations for tools, resources and workers. By checking the checkbox Resource scheduling, the person responsible specifies that the recalculation takes into account the resource schedule requirements.

In the section Take into account, the person responsible specifies the data to be taken into account in the recalculation. By checking the checkboxes Plans and Current plan only, the person responsible specifies that only the plan that is currently selected or has the same document number is used in the recalculation.

By checking the checkbox Plan BOMs, the plan BOMs are also taken into account in the recalculation.

By checking the checkbox Stock, the balance of stock is also taken into account in the recalculation.

By checking the checkbox Purchase orders, the already issued purchase orders are also taken into account in the recalculation.

By checking the checkbox Dismantle into sublevels and selecting the option All, the person responsible specifies that the BOMs are fully dismantled in the schedule recalculation.

By checking the checkbox Take into account and calculate dates, the person responsible specifies that the program must take dates into account in the recalculation.

2.2 Activating the schedule recalculation

Clicking the button Refresh data activates the recalculation of the schedule according to the selected criteria. After successful completion of the operation, the window closes automatically and the recalculated data is displayed in the window FMP.

3. Checking the FMP data

After the requirements have been successfully recalculated, the tab FMP displays information on the materials required or available for the linked plan according to the recalculation criteria.

This tab gives an overview over the individual items that will be used to realize the plan and their basic data. The column Date provides information on the time when a specific plan item line is required.

The column Plan Requir. (-) shows the quantity required by the plan for each item line.

The column Stock (+) shows the quantity of each item line available according to the plan's requirements. The total stock of each item is displayed in the column Stock Total.

The column Quantity provides information on the materials still required to successfully realize the plan. If there is sufficient material in stock, 0,00 is displayed. Otherwise, the program displays in blue numbers the missing quantity that needs to be ordered or manufactured.

By checking the checkbox Only negative, the person responsible changes the view so that PANTHEON only shows the plan item lines that need to be ordered or manufactured.

By checking the checkbox Recalculation parameters, a new tab Recalculation parameters opens showing the criteria selected for the recalculation, the person responsible for the recalculation and the exact time the recalculation was carried out.

4. Creating a material requirements report

The person responsible wants to create a report showing all the materials that need to be ordered for the successful reallization of the plan.

By selecting the tab FMP and clicking the button (Reports), the person responsible opens the window Scheduling reports.

Because the person responsible only wants to create a report on the item lines that are not in stock, the person responsible checks the checkbox Only negative qty in the section Criteria.

By default, all item types in the section Item types are checked. In the field Report type, the person responsible selects 467 – Material requirements by deadlines.

By double-clicking the Report type or selecting the report type and clicking the button Report, the report is generated in the report window.

If desired, the report can beor printed using a connected printer or exported to the desired format (such as PDF, as shown in the image below).

5. Checking resource data

In the schedule recalculation, the person responsible checked the checkbox Resource scheduling. The data is shown in the tab Resources.

All Resources required to realize the plan are displayed together with data on their time availability and Capacity, which is populated based on the Resources register.

The other columns show data for different times in the plan. For more information on the data displayed, see the chapter Resources.

By selecting an individual Resource from the list, the tab Planned products displays all the items required according to the plan to perform the work operations on the Resource.

In addition to the item data, it data on planned dates, quantities and times are also displayed.

6. Creating a report on capacities by resources

The person responsible wants create a report showing detailed information on the planned available and occupied capacities for resource CU1001 - Cutting machine 1001.

By selecting the tab Resources and clicking the button (Reports), the person responsible opens the window Capacities by resources.

In the field Resource of the section Criteria, the person responsible selects the desired resource CU1001 - Cutting machine 1001.

In the window Report type, the person responsible selects 46L - Capacities by resources - detailed.

By double-clicking the Report type or selecting the type and clicking the button Report, the report is generated in the report window. The report shows all data on capacities for the selected resource and all linked items.

If desired, the report can beor printed using a connected printer or exported to the desired format (such as PDF, as shown in the image below).

IMPORTANT Localized images for this page have not been generated yet and will be inserted at a later stage.